Joseph Doss is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2015 to 2025. He is also involved in non-variable insurance activities alongside his advisory role. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third‑party asset management access, and institutional platforms, supporting its network of over 22,800 advisors with a wide array of advisory and brokerage services.

Hulon Warlick IV is a financial advisor with Raymond James Financial in Memphis, TN, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior work includes 16 years at Independent Wealth Management, LLC and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Jennifer King is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Raymond James in 2018, she worked for Wunderlich Securities for five years. Outside of her advisory role, she manages a tree farm that is leased for hunting purposes. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a wide range of portfolio management styles and affiliated research.

Marvin Davis is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019. Outside of his advisory role, he is the owner of Keener Path LLC, a holding company, and serves on the board of directors for Anyhour, a company specializing in electric, plumbing, heating, and air services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software tools and various investment programs.

Philip Wunderlich Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. Prior to joining UBS in 2023, he worked at the University of Georgia for four years and at Memphis University School for five years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and institutional trading capabilities with wealth management offerings.

Lee Powell Jr. is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James since 2012 and is also a partner at Walnut Grove Partners since 2013. Powell has passive investment interests in multiple private investment partnerships and holds a limited role in Challen Partners. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting, drawing on a wide range of portfolio management styles and affiliated research.

David Lillard is a financial advisor with Edward Jones in Bartlett, TN, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he co-founded a storage building leasing business that offers rent-to-own contracts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Alex Norville is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he has worked at Baptist Memorial Hospital since 2020 and was involved with Faith Baptist Church from 2013 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.

Jonathan Carter is a Series 66-licensed financial advisor with Merrill in Memphis, TN, with three years of industry experience. His prior roles include positions at Bank of America, Truist Investment Services, SunTrust Bank, and State Farm. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes tax-efficient investment strategies and benefits from integration with Bank of America’s broader banking and capital markets platform.

Stacy Stringer is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 credentials and over 25 years of industry experience. Her prior work includes positions at U.S. Bancorp Investments and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research-based investment evaluation and offers a range of brokerage and advisory solutions through a large network of financial advisors.

Jerry Corless is a CFP® professional with 28 years of experience, currently with Mass Mutual Investors Services in Memphis, TN. He has been with MassMutual Life Insurance Company since 2017 and with MML Investors Services LLC since 2012. He serves as chairman of the board for the Charles Ray and Margery Brown Fulton Foundation and is a board member of the Leadership Empowerment Center and Forward Credit Union. Corless is also an owner of a wellness and sports recovery business offering cryotherapy and sauna services. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements supported by firm-approved software and educational seminars.

Samuel Bradley is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role as Vice President and Wealth Management Advisor, he is involved in investment analysis, business operations, investment portfolio selection, as well as leading marketing efforts and business development for his team. Bradley’s areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. He holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). A native of Memphis, Bradley earned a Bachelor of Arts in Finance from Christian Brothers University in 2006 after completing a basketball career in Europe. He also graduated from Germantown High School. Outside of his professional work, his interests include basketball, cooking, football, golfing, music, reading, spending time with family, and traveling.

Ann Mueller is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and bringing 40 years of industry experience. She has worked at Raymond James since 2013 and previously spent nine years at Morgan Keegan & Company, LLC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Brian Williams is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2009, following five years at Merrill. Williams serves as a board member of Friends Of Big Hill Pond State Park, managing financial duties for the nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional investors, and municipal entities. The firm offers financial planning and non-discretionary consulting, utilizing a range of portfolio management styles and affiliated research resources.

John Phillips IV is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including over a decade with Massachusetts Mutual Life Insurance Company and nine years with Mass Mutual Investors Services. He also works as a life insurance agent and represents clients in life settlements and viaticals. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to provide written recommendations tailored to clients’ goals.

Aaron Hickman is a financial advisor at Raymond James & Associates with 21 years of industry experience. He has been with Raymond James since 2012 and holds a Series 66 designation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Cynthia Martin is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2003 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances. The firm operates both as an investment adviser and broker-dealer, providing a range of capital markets services alongside wealth management.

David Rains Jr. is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2013. Previously, he served as a director on the board of Crittenden County Hospital from 2009 to 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers tailored financial planning and consulting services supported by a wide range of portfolio management strategies and affiliated research.

Benjamin Terhune is a financial advisor at Ameriprise with two years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise, he was the owner of Owner's Box Sports Grill and has held roles at Damon-Marcus Co., FedEx World Hub, and Huey's Restaurants. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

John Mcdowell is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds a Series 63 designation and has 27 years of industry experience, all with MML Investors Services and MassMutual since 1999. In addition to his advisory role, he is involved in life and health insurance sales through separate business activities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.